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Exam Certified CPQ Specialist All Questions

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Exam Certified CPQ Specialist topic 1 question 188 discussion

Actual exam question from Salesforce's Certified CPQ Specialist
Question #: 188
Topic #: 1
[All Certified CPQ Specialist Questions]

Universal Containers has a new eco-friendly business line, and wants to create a subset of products that include those tagged as eco-friendly, and those that are bundles. When quoting on Opportunities that are flagged as eco-friendly, the sales reps should see only those products when they click Add Products. However, UC wants the flexibility to allow the sales reps to bypass the default subset and include all bundles, even if the Opportunity is flagged as eco-friendly.
Which strategy should UC apply?

  • A. Add the Eco-Friendly custom field to the Search Filters Field Set on the Product object.
  • B. Set the Default field on the Add Products Custom Action to TRUE.
  • C. Create a Search Filter with Filter Value set to Eco-Friendly and Hidden set to FALSE.
  • D. Create a Filter Product Rule and Product Action with Type set to Optional Filter.
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Suggested Answer: D 🗳️

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morganalefay
Highly Voted 1 year, 2 months ago
C is the best answer. Built this in my trailhead org to test. Create the eco-friendly flag on the Opportunity. Create it again on the Quote as a formula pulling from the opportunity. Add the API Name to the Search Filter object > Filter Source Field and make sure it depends on Filter Source Object = Quote. Create the checkbox again on Product. Create your Search Filter: Target Object = Product, Target Field = eco_friendly = true. Filter Source object = quote and filter source field = eco_friendly. Hidden = false Then when you create your quote from an opportunity where the flag = true, the corresponding checkbox on the quote should also be true. Then Add Products > Product Selection screen > should be filtered down to just the Products which are also flagged. And since we didn't flag the filter as Hidden, you can Clear Fields from the filter panel on the right.
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morganalefay
Most Recent 1 year, 2 months ago
D is not correct - "You can use product actions on only product rules with a Type field set to Selection." https://help.salesforce.com/s/articleView?id=sf.cpq_product_actions.htm&type=5
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